Hi - I’m just setting up eM Client and I can’t find a way to link appointments to contacts.
I have tried using Events as appointments, but I can’t figure out how to connect them to contacts so I can keep track of when I’ve met with different clients.
Is there a way to do this? If not, is there a get around for it, and is it a planned feature? It’s critical to me and I imagine many others.
I was hoping someone would help me out with this issue. Can I link appointments (events) to contacts?
If not, is there a way to search events so if I put the client name in the record, it would find all of them for me?
When I create/edit a calendar event, there’s a line for Participants and the box uses incremental searching through the contact list. After I add a contact and Save the event, it asks if I want to send an invite. If you just want a reminder of who this event (appointment) is with, click “Don’t send invite”.
Hi Dave - Thanks for the tip. I’ll give that a try!